Working as a Qualified Intermediary to assist taxpayers who engage in tax-deferred exchange transactions, I am a Certified Exchange Specialist®, a designation granted by the Federation of Exchange Accommodators (FEA) to professionals who demonstrate comprehensive knowledge of IRC §1031.With $91.5 billion in assets, City National Bank provides banking, investment and trust services through 70 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis and Washington, D.C. In addition, the company and its investment affiliates manage or administer $96.2 billion in client investment assets (at January 31, 2022).City National is a subsidiary of Royal Bank of Canada (RBC), one of North America’s leading diversified financial services companies. RBC serves more than 16 million personal, business, public sector and institutional clients through offices in Canada, the United States and 34 other countries.For more information about City National, visit the company’s website at cnb.com.
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